Insurance Client Services Specialist

Lockton; Kansas City (MO); On-site; USD 45,000 - 65,000; Full time

Job summary

Lockton Kansas City is seeking a Client Services Associate to support day-to-day client inquiries, maintain documentation, and coordinate with senior staff on complex issues. You will prepare correspondence, work with underwriters, review policies for accuracy, and assist in renewals and reporting.

This role requires strong communication, Microsoft Office skills, and reliable time management to meet deadlines.

Qualifications

• Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent.
• Up to three years of Client services experience is required.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
• Strong verbal and interpersonal communication skills required.
• Understands industry trends and governmental regulations.
• Ability to attend company, department, and team meetings as required.

Responsibilities

• Receives and responds to routine Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions, referring complex inquiries to more senior staff.
• Prepares written correspondence and makes telephone calls to underwriters as requested by senior staff.
• Reviews and processes policies and endorsements for accuracy of coverage, policy, content, and form completion.
• Evaluates proposal policies with criteria outlined in check list and notifies more senior staff of any missing items or area of concern.
• Assists in the renewal process by requesting and gathering enrollment, volume, benefit summary reports.
• Helps produces employee communications such as newsletter, bulletins, overhead presentations as requested by senior staff.

Skills

MS Office

Verbal communication

Interpersonal skills

Time management

Confidentiality

Travel ability

Education

Bachelor’s Degree in Business Administration or related field

Up to three years of Client services experience

Job description

Lockton Kansas City is seeking a Client Services Associate to support day-to-day client inquiries, maintain documentation, and coordinate with senior staff on complex issues. You will prepare correspondence, work with underwriters, review policies for accuracy, and assist in renewals and reporting.

This role requires strong communication, Microsoft Office skills, and reliable time management to meet deadlines.